IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.25M
3
+$2.77M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.48M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.41M

Top Sells

1
+$2.88M
2
+$2.44M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.98M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.89M

Sector Composition

1 Technology 10.5%
2 Energy 7.25%
3 Consumer Discretionary 3.61%
4 Financials 3.44%
5 Healthcare 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.23%
19,692
+2,746
77
$1.07M 0.23%
7,666
+4,470
78
$1.07M 0.23%
25,885
+3,175
79
$1.06M 0.23%
7,299
-851
80
$1.05M 0.22%
12,123
+1,321
81
$1M 0.21%
5,532
+10
82
$999K 0.21%
16,504
+448
83
$980K 0.21%
6,775
+23
84
$966K 0.2%
7,531
-46
85
$963K 0.2%
27,941
-3,700
86
$916K 0.19%
20,365
+289
87
$897K 0.19%
17,845
+187
88
$873K 0.18%
+6,709
89
$871K 0.18%
19,556
+755
90
$836K 0.18%
11,501
+3,904
91
$833K 0.18%
+2,979
92
$823K 0.17%
+1,697
93
$804K 0.17%
1,435
+63
94
$791K 0.17%
4,642
-7,299
95
$779K 0.16%
3,566
-12
96
$756K 0.16%
2,709
+37
97
$711K 0.15%
4,102
+303
98
$708K 0.15%
3,080
+1,053
99
$693K 0.15%
6,919
-968
100
$668K 0.14%
11,514
+2,318
2 3
4
5 6